Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis O'Quinn is a financial advisor with Truist Advisory Services, Inc. in Raleigh, NC. Travis has been in the financial services industry since 2003 and is registered with FINRA and the state of North Carolina. Travis offers investment management, financial planning, and other financial services. Travis is also a registered investment advisor representative in North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
12/20/2022 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/18/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
03/10/2005 - 10/03/2006
FIRST CLEARING, LLC (RICHMOND VA)
MO
02/01/2005 - 03/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/01/2005 - 02/01/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
11/05/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MN
07/04/2003 - 10/02/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/04/2003 - 10/02/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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